Disclosures

DISCLAIMERS

The info on this site is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor or the appropriate professional for the subject you would like help with.  While the information expressed in this video is believed to be accurate, neither Dave Zoller, CFP® nor Streamline Financial LLC, nor Six38 Media LLC,  nor its members make any guarantees to its accuracy.This content is for entertainment purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment and returns of the Index will not reflect returns seen in investor portfolios. Streamline Financial client portfolios are based on individual situations, objectives, and risk, and specific portfolio actions and strategies discussed will not apply to all client portfolios. Any forecast, outlook, or projection made is not guaranteed. No assurance is made Streamline Financial will continue to hold any view expressed herein. Referenced data, indicators, or research are believed to be reliable, but are not guaranteed and no assurance of their accuracy is made. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as "Guaranteed," "safety," and "principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Streamline Financial Services, LLC. 

Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC.Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor.Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. Licensed for securities in AR, AZ, CA, CO, FL, GA, IL, IN, IA, MA, ME, MD, MI, MN, MO, NY, NC, OH, OK, SC, TN, TX, VA, WI.Licensed for insurance in AR, AZ, CA, CO, FL, GA, IL, IN, IA, MI, MN, NM, NC, OH, OK, SC, TN, TX, VA, WI.

Investment Advisory Services offered through LaSalle St. Investment Advisors, LLC, a SEC Registered Investment Advisor (LSIA). Securities offered through LaSalle St. Securities, LLC (LSS), a Broker/Dealer and Member FINRA/SIPC. LSS is a Subsidiary of LSIA.  Streamline Financial Services is not affiliated with LSS or affiliates.  Investing involves risk, including loss of principal. This video content is not a recommendation to buy or sell specific securities or investment company products.  Any third party software future performance and/or projection services are neither provided nor endorsed by LaSalle St. Securities, LLC LSS affiliates, or Streamline Financial Services.

The information by Advisor (“we”, “us”, or “our”) is for general information purposes only.  None of this information should be construed as tax, legal, financial, insurance, financial advisr, or other advice and may be outdated or inaccurate.  It is your responsibility to verify all information yourself.  This content is prepared for entertainment purposes only.   It is solely at your own risk. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. All information is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. Under no circumstance shall we have any liability to you for any loss or damage of any kind as a result of the use of the site and reliance on the information provided.

This site may contain testimonials by clients who are users of our products and/or services. These are non-paid either directly or indirectly testimonies that reflect their real-life experiences and opinions. These experiences are personal to those particular individuals and may not necessarily be representative of all clients who use our products and/or services. Your individual results may vary.

This site may contain endorsements by non-clients who are not users of our products and/or services. These endorsements reflect their own opinions or views and may not be representative of our own. We are not affiliated with users who provide endorsements and they are not paid or otherwise compensated directly or indirectly for them.

This site may contain testimonials by clients who are users of our products and/or services. These are non-paid either directly or indirectly testimonies that reflect their real-life experiences and opinions. These experiences are personal to those particular individuals and may not necessarily be representative of all clients who use our products and/or services. Your individual results may vary.